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Duke Energy

1,148 hedge funds and large institutions have $31.3B invested in Duke Energy in 2016 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 471 increasing their positions, 400 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,148
Holders Change
-13
Holders Change %
-1.12%
% of All Funds
30.68%
Holding in Top 10
23
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-14.81%
% of All Funds
0.61%
New
68
Increased
471
Reduced
400
Closed
66
Calls
$243M
Puts
$187M
Net Calls
+$55.8M
Net Calls Change
-$49M
Name Holding Trade Value Shares
Change
Shares
Change %
SOAMC
951
Spirit of America Management Corp
New York
$267K
SLT
952
St Louis Trust
Missouri
$267K
AZA
953
Arthur Zaske & Associates
Michigan
$267K +$267K +3,333 New
CA
954
CapWealth Advisors
Tennessee
$266K
GF
955
Gerstein Fisher
New York
$265K -$24K -299 -8%
AFWA
956
Ancora Family Wealth Advisors
Ohio
$264K -$40.2K -501 -13%
BWFM
957
Bridgewater Wealth & Financial Management
Maryland
$262K -$111K -1,381 -30%
Fidelity International
958
Fidelity International
Bermuda
$261K
PHAM
959
Palisades Hudson Asset Management
Florida
$260K
SFM
960
Signet Financial Management
New Jersey
$256K -$10.8K -135 -4%
ERIM
961
Eagle Ridge Investment Management
Connecticut
$255K -$14.9K -186 -6%
SFA
962
Sequoia Financial Advisors
Ohio
$253K -$22.9K -286 -8%
DE
963
Day & Ennis
Georgia
$253K +$9.3K +116 +4%
WFMPM
964
Woodley Farra Manion Portfolio Management
Indiana
$252K
FMWA
965
Forvis Mazars Wealth Advisors
Missouri
$251K -$16.5K -206 -6%
PI
966
PineBridge Investments
New York
$250K +$47.9K +598 +24%
RFA
967
Reilly Financial Advisors
California
$249K
SEM
968
Suncoast Equity Management
Florida
$249K +$249K +3,115 New
CCA
969
Cobblestone Capital Advisors
New York
$247K +$247K +3,090 New
RPG
970
Risk Paradigm Group
Texas
$246K +$17.4K +218 +8%
HL
971
HeadInvest LLC
Maine
$245K
LIC
972
Lodestar Investment Counsel
Illinois
$245K
STMM
973
South Texas Money Management
Texas
$245K +$8.8K +110 +4%
PGIM
974
Pacific Global Investment Management
California
$244K
AWM
975
Avior Wealth Management
Nebraska
$244K